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Purbeck Financial Services
 
 
Overview: 

Purbeck Financial Services was established in 1991 to provide a quality financial planning service to private and corporate clients in Dorset and the South West.   
We are completely independent and committed to working with clients and our professional connections to meet specific client needs.

We understand that in today’s hi-tec environment clients face more financial choices than ever before, our aim is to work with you to help make the right decisions to reach your financial objectives.  We are authorised to advise on the entire range of financial products, the advice you will receive will always be independent, relevant and delivered in a easy to understand format.  

We also work closely with other complementary advisers, such as Solicitors and Accountants, in order to ensure a comprehensive approach to financial planning.      

We are part of Honister Partners which is a wholly owned subsidiary of Honister Capital is one of the UK’s leading independent financial adviser groups.
Our commitment to you
To be open and clear in our business relationships
Communicate clearly
Treat customers fairly
Continually strive to deliver a first class service


 
 
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